Meet the team who can assist you in identifying and working

towards your financial goals.

Meet the Team

Get to know the professionals working as one to help you achieve your ideal retirement.

Michael Stewart, RFC®, CEP

Financial Planner & Fiduciary

Connor Stewart

Financial Advisor & Fiduciary

Ryan Alexander, CRPC®

Financial Advisor & Fiduciary

Andrew “AJ” Mitchell

Client Service Advisor

Mary Hill

Client Service Representative

Deb Baudin

Office Manager

Glenn Prigge, CPA

Certified Public Accountant

Nomeda Hanna, EA, CDFA

Tax Manager

Karen Stewart

Special Projects & Events

Patrick Stewart

Marketing Associate

Alex Majer

Marketing Coordinator

Olivia Stewart

First Impressions Coordinator

Diana Gafenco

Retirement Planner

Franz Valentin

Retirement Planner

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Ready To Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a workshop.

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